How much does it cost to hire a CRM consulting firm in the United States?

Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge: Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher. Fixed projects: Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training. Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes. Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement. Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution. Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.

Which industries do U.S. CRM firms serve?

CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for: SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps. Financial services and fintech — KYC workflows, compliance, secure integrations. Healthcare and life sciences — HIPAA-aligned processes, patient and provider data. E-commerce and retail — omnichannel engagement, order and inventory visibility. Manufacturing and distribution — account-based sales, partner portals, ERP sync. Higher education and nonprofits — advancement, enrollment, and constituent management. Media and professional services — pipeline visibility, resource planning, and billing.

How do I choose the right CRM agency in the United States?

Start by gauging their fit, not just features — thoroughly assess their: Platform expertise – confirm certifications and recent case studies in your platform. Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours. Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover. Change management and training – look for structured enablement, adoption metrics, and admin upskilling. Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design. Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear. Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan. Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.

What are red flags when hiring a CRM firm in the United States?

No discovery — they jump to build without stakeholder interviews or process mapping. Over-customization bias — heavy code vs. configurable, out-of-the-box features. Vague data plan — no detail on dedupe, merge rules, or validation logic. Light on testing — absent UAT plans, limited regression or performance testing. Thin documentation — no solution design, admin guides, or runbooks. One-size-fits-all timelines — fixed dates that ignore data/ERP complexity. No adoption strategy — training is an afterthought with no change plan. Ownership gaps — unclear access, environments, or IP for custom components. Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.

Home IT Services CRM United States

Top CRM Consultants in the United States

From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.

Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:

• Top CRM Consulting Companies

• CRM Consulting Companies in San Francisco

• CRM Consulting Companies in New York

• CRM Consulting Companies in Dallas

• U.S. CRM Consulting Companies for Business Services

Ratings Updated: October 27, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

Featured

What are Featured Providers?

Set2Close

5.0 103 reviews

Premier Verified

$5,000+

$200 - $300 / hr

10 - 49

Serves United States

Services provided

40% CRM Consulting and SI

10% Account-Based Marketing

10% Digital Strategy +4 services

10% Email Marketing

10% Recruiting

10% Sales Outsourcing

10% Staffing

Set2Close specializes in CRM Consulting and Systems Integration, with a strong focus on HubSpot implementation and optimization. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, and personalized approach. Clients frequently commend Set2Close for their organizational skills and ability to tailor solutions to specific business needs, making them highly recommended for CRM services.

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6 of 6 reviews are 5 stars

6 new reviews for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 6 times in the past 6 months
Set2Close has received overwhelmingly positive feedback over the past six months, with clients praising their expertise in HubSpot setup and training. One client highlighted how Set2Close transformed a manual email process into a streamlined automated sequence, significantly easing their workload. Another noted the team's organization and detail-oriented approach. Overall, clients expressed satisfaction with the knowledge and support provided, particularly from team members like Jeremy and Miles, emphasizing a commitment to client success and a seamless onboarding experience.
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78 of 83 CRM Consulting and SI reviews are 5 stars

16 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read more
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Industry Experience

Set2Close has demonstrated strong capabilities across various industries, including advertising & marketing, information technology, education, healthcare, and manufacturing. Clients consistently praise their expertise in HubSpot CRM implementation, onboarding, and training. Positive feedback highlights their organized approach, responsiveness, and ability to tailor solutions to client needs. Overall, the sentiment is overwhelmingly positive, positioning Set2Close as a valuable partner for businesses seeking effective CRM solutions and automation strategies.
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Arts, entertainment & music Manufacturing Other industries Advertising & marketing Information technology Education Retail Non-profit Real estate Media Supply Chain, Logistics, and Transport Business services Medical Financial services Construction Insurance

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Average Project Cost Breakdown

Less than $10,000 (72) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

What Clients Have Said
Set2Close has received positive feedback regarding its cost-effectiveness and value for money. Clients frequently noted that the pricing fit their budgets while providing high-quality services. For instance, one client mentioned saving $2,000 to $5,000 on initial setup costs due to Set2Close's free onboarding service. Many reviews highlight the exceptional support and personalized training received, which contributed to clients feeling confident and self-sufficient in using HubSpot, ultimately validating their investment in Set2Close's services.
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Peeklogic, LLC

5.0 107 reviews

Premier Verified Clutch Guarantee

$1,000+

$25 - $49 / hr

50 - 249

Serves United States

Services provided

65% CRM Consulting and SI

10% API Development

10% IT Staff Augmentation +2 services

10% Low/No Code Development

5% AI Development

Peeklogic, LLC is a CRM Consultancy specializing in CRM Implementation, Integration, and Systems Integration, with a focus on Salesforce solutions. Their reviews reflect a high level of client satisfaction, with 100% of reviewers praising their project management, responsiveness, and tailored solutions. Clients consistently highlight Peeklogic’s ability to deliver on time and adapt to changing requirements, with several noting their deep expertise and clear communication as standout qualities.

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46 of 50 CRM Consulting and SI reviews are 5 stars

9 new reviews for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read more
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Industry Experience

Peeklogic, LLC has received positive feedback across various industries, notably in financial services, medical, information technology, and construction. Clients commend their expertise in systems integration, particularly between Salesforce and Jira, as well as their ability to customize CRM solutions to enhance workflow efficiency. Overall, the sentiment reflects satisfaction with their responsiveness, project management, and technical proficiency, making them a strong fit for projects requiring Salesforce development and integration in these sectors.
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Financial services Software Chemicals & Biotechnology Telecommunications Advertising & marketing Real estate Education Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Information technology Other industries Consulting Legal Construction Hospitality & leisure Business services Healthcare IT Services Non-profit Consumer products & services Manufacturing Medical

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Average Project Cost Breakdown

Less than $10,000 (27) $10,000 to $49,000 (8) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Peeklogic, LLC is consistently praised for providing excellent value for money, with clients noting that their pricing aligns well with budgets while delivering high-quality services. One client highlighted that Peeklogic's pricing fit their budget and provided good value for the cost, while another emphasized that their work significantly reduced manual processes, ultimately saving time and improving efficiency. Overall, clients express satisfaction with the cost-effectiveness of Peeklogic, LLC's solutions and their ability to adapt to specific needs without compromising quality.
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More responsive than most other service providers

Peeklogic, LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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CloudMasonry

5.0 15 reviews

Premier Verified

$5,000+

$200 - $300 / hr

50 - 249

Serves United States

Services provided

100% CRM Consulting and SI

CloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

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Reviews mention Exceptional performance
CloudMasonry has received exceptional feedback for their performance in delivering a custom Salesforce build for Eaze. The client praised their thorough approach, stating they balanced the interests of various teams effectively and exceeded expectations with their project management, hitting all deadlines and delivering a faster process than anticipated. The personal attention from top-level team members and their willingness to assist at every step were particularly commendable, resulting in a highly positive overall sentiment.

Custom Salesforce Build Out for Legal Cannabis Marketplace

5.0 Feb 27, 2020

They hit all of their self-imposed deadlines and the development process was much faster than we expected. I’ve never worked with somebody as on top of a project like they were. They get an A+ for their work.
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6 of 6 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Support for Publishing Company
5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise CloudMasonry for their competitive pricing and overall value. Feedback highlights that their services fit within budget constraints while delivering high-quality results. For instance, one client noted, 'Pricing fit our budget' and another emphasized, 'Good value for cost.' Overall sentiment reflects satisfaction with the company's ability to meet financial expectations, with multiple reviewers expressing that CloudMasonry offers a strong return on investment through effective project management and timely delivery.
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View projects from:

United States (13) France (1) England (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 8 time zones:

Greenwich Mean Time (GMT)

Hawaii Standard Time (HST)

Alaska Standard Time (AKST)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Phoenix Standard Time (PNT)

Mountain Standard Time (MST)

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Sales Intellify

4.8 4 reviews

Verified

$1,000+

$25 - $49 / hr

10 - 49

Chicago, IL

Services provided

10% CRM Consulting and SI

20% Email Marketing

20% Pay Per Click +3 services

20% Search Engine Optimization

15% Market Research

15% Social Media Marketing

Sales Intellify is a CRM consulting and systems integration firm specializing in CRM implementation and customer relationship management integration. The company's reviews indicate a high level of satisfaction, with 100% positive feedback, particularly lauding their timely project delivery and effective use of marketing tools. Clients appreciate their seamless collaboration across time zones.

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Industry Experience

Sales Intellify has received positive feedback across various industries, particularly in information technology and real estate. Clients appreciate their expertise in email marketing, CRM implementation, and social media management. Reviews highlight their strong project management skills, effective communication, and ability to deliver measurable results, such as increased sales pipelines and successful marketing campaigns. Overall, they are recommended for companies in tech and real estate seeking comprehensive marketing solutions.
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Real estate Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Sales Intellify consistently receives positive feedback regarding its cost-effectiveness and value for money. Clients appreciate the company's competitive pricing, which fits their budgets while delivering high-quality services. One client noted they chose Sales Intellify due to their 'good value for the cost,' while another emphasized that they felt the team was 'worth every single dollar spent.' Overall, clients express satisfaction with the results achieved relative to their investment.
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United States (2) Switzerland (1)

This provider is fluent in 1 language:

English

This provider is available in 4 time zones:

Central European Time (CET)

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

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Chicago, IL

W Madison St
Chicago, IL 60612
6 - 9

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WorkLoopie

5.0 2 reviews

Verified

$1,000+

$150 - $199 / hr

2 - 9

Oak Forest, IL

Services provided

10% CRM Consulting and SI

20% AI Agents

20% AI Consulting +4 services

20% Generative AI

15% Low/No Code Development

10% AI Development

5% API Development

WorkLoopie is a CRM Consulting and Systems Integration company noted for its exceptional client care and commitment to understanding business needs. Their expertise in CRM Integration allowed one client to reduce onboarding time by over 50%. Feedback highlights their proactive communication and custom solutions, with 100% positive reviews emphasizing their personalized approach and dedication to business success.

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Industry Experience

WorkLoopie has demonstrated strong expertise in the fitness industry, particularly in lifestyle and coaching services. Clients have praised their ability to reduce client onboarding times significantly, enhancing overall user experience. Feedback emphasizes their proactive communication, tailored solutions, and commitment to understanding business needs. The overall sentiment is highly positive, indicating that WorkLoopie's approach is well-suited for fitness enterprises seeking efficient workflow automation and improved client engagement.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have consistently highlighted WorkLoopie’s exceptional value for money, noting significant improvements in efficiency, such as reducing onboarding time by over 50%. Feedback emphasizes the company's tailored solutions and proactive communication, which enhance the overall client experience. One client remarked on the company's commitment to understanding unique business needs, stating that the process felt customized rather than generic. Overall, the sentiment reflects strong satisfaction with both the pricing and the quality of service provided.
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Oak Forest, IL

15101 Ridgeland Avenue
Oak Forest, IL 60452
2 - 5

2318460909

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Featured

What are Featured Providers?

Cynoteck Technology Solutions Pvt. Ltd.

4.9 31 reviews

Verified

$5,000+

$25 - $49 / hr

50 - 249

Serves United States

Services provided

50% CRM Consulting and SI

15% AI Development

15% ERP Consulting and SI +3 services

10% Low/No Code Development

5% Mobile App Development

5% Web Development

Cynoteck Technology Solutions Pvt. Ltd. is a CRM Consulting and Systems Integration company recognized for its strong work ethic and effective project management. The company successfully developed a robust CRM system for a real estate client, with 100% of feedback highlighting their responsiveness and eagerness to meet client needs.

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1 of 1 CRM Consulting and SI reviews are 5 stars

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Development for Coworking Space Company
5.0 — Cynoteck Technology Solutions Pvt. Ltd. has been hired to develop a CRM system for a coworking space company. The team handles the entire development process. Read more
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Industry Experience

Cynoteck Technology Solutions Pvt. Ltd. has demonstrated expertise across various industries, including healthcare, real estate, manufacturing, sports, education, and consulting. Clients have praised their attention to detail, responsiveness, and ability to deliver high-quality solutions tailored to industry-specific needs. In healthcare, they excelled in building RPA tools; in real estate, they developed robust CRMs; and in education, they provided comprehensive online learning solutions. Overall, feedback highlights their strong project management and commitment to client satisfaction, making them a versatile partner for diverse projects.
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Consulting Real estate Healthcare Manufacturing Sports Legal Cannabis Food & Beverages IT Services Arts, entertainment & music Legal Software Advertising & marketing Education Nonprofit Information technology Utilities Retail

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Average Project Cost Breakdown

$10,000 to $49,000 (10) Less than $10,000 (8) $50,000 to $199,999 (2) $200,000 to $999,999 (2)

What Clients Have Said
Cynoteck Technology Solutions Pvt. Ltd. is frequently praised for its cost-effectiveness and value for money. Clients noted that the company's pricing fits within their budgets while delivering high-quality results. For example, one client emphasized that Cynoteck provided 'good value for cost' and another highlighted their 'excellent communication' and 'timely delivery' as key factors contributing to overall satisfaction. The sentiment is overwhelmingly positive, with many clients expressing a willingness to recommend Cynoteck based on their competitive pricing and reliable service.
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More responsive than most other service providers

Cynoteck Technology Solutions Pvt. Ltd. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Chief Catalyst

4.8 2 reviews

Verified

$5,000+

$200 - $300 / hr

2 - 9

Austin, TX

Services provided

10% CRM Consulting and SI

10% AI Consulting

10% Branding +7 services

10% Business Consulting

10% Contract Manufacturing

10% Corporate Training & Coaching

10% ERP Consulting and SI

10% Fractional CMO Services

10% IT Strategy Consulting

10% Marketing Strategy

Chief Catalyst is a consulting firm specializing in operational systems, processes, and organizational structure development to support sustainable business growth. Reviews highlight their strategic, tailored approach and effective project management, with 100% of feedback being positive. Clients note meaningful improvements in efficiency, productivity, and leadership involvement while appreciating their adaptability and detailed guidance.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Chief Catalyst has received highly positive feedback over the past six months, particularly for their ability to enhance operational systems and improve efficiency. Clients noted a significant reduction in onboarding time by 35% and a 20% increase in overall team productivity. Their proactive communication and tailored recommendations were especially appreciated, with clients highlighting the strategic yet practical approach of their team. Overall, the sentiment is overwhelmingly favorable, with no significant areas for improvement identified.
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Industry Experience

Chief Catalyst has demonstrated expertise primarily in the Advertising & Marketing industry, providing operational support to companies like TheBestReputation. Clients praise their ability to streamline workflows, improve efficiency, and enhance accountability, resulting in measurable outcomes such as reduced onboarding time and increased team productivity. The overall sentiment reflects strong satisfaction with their strategic guidance and adaptability, making them a suitable partner for businesses seeking sustainable operational growth.
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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have reported that Chief Catalyst offers strong value for money, highlighting their proactive approach and timely delivery of milestones. One client noted a 35% reduction in onboarding time and a 20% increase in team productivity due to the operational improvements implemented. The firm's tailored recommendations and strategic guidance were particularly appreciated, reinforcing the sentiment that their services are well worth the investment, with no significant concerns raised regarding cost.
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LockData Technologies

Not yet reviewed

Verified

$10,000+

$100 - $149 / hr

10 - 49

Lakeville, PA

Services provided

10% CRM Consulting and SI

25% Custom Software Development

20% Web Development +8 services

10% E-Commerce Development

5% Application Management & Support

5% Application Testing

5% Digital Strategy

5% Mobile App Development

5% Search Engine Optimization

5% UX/UI Design

5% Web Design

Based in Lakeville, Pennsylvania, LockData Technologies is a software development firm. They offer Custom Software Development and Web Development.
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Green Dolphin Software

Not yet reviewed

Verified

$10,000+

$150 - $199 / hr

2 - 9

San Ramon, CA

Services provided

30% CRM Consulting and SI

15% AI Consulting

15% API Development +3 services

15% ERP Consulting and SI

15% IT Managed Services

10% AI Agents

Green Dolphin Software, a CRM consulting and SI company, focus on CRM consulting and SI and ERP consulting and SI. They were founded in 2016.
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Kenway Consulting, LLC

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Chicago, IL

Services provided

15% CRM Consulting and SI

20% Cloud Consulting & SI

15% AI Consulting +5 services

15% BI & Big Data Consulting & SI

15% Unified Communications Consulting & SI

10% Custom Software Development

5% Business Consulting

5% IT Strategy Consulting

Kenway Consulting, LLC, a cloud consulting & SI company, is located in Chicago, Illinois. The team provides cloud consulting & SI and AI Consulting.
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Leaf Software Solutions

Not yet reviewed

Verified

$10,000+

$150 - $199 / hr

10 - 49

Carmel, IN

Services provided

20% CRM Consulting and SI

40% Custom Software Development

20% ERP Consulting and SI +1 service

20% Other IT Consulting and SI

Leaf Software Solutions, a custom software development firm, was launched in 1987. The team provides Custom Software Development and CRM consulting and SI and is headquartered in Carmel, Indiana.
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NEXA

5.0 2 reviews

Verified

$5,000+

$300+ / hr

50 - 249

Jersey City, NJ

Services provided

10% CRM Consulting and SI

15% Performance Marketing

15% Search Engine Optimization +6 services

15% Social Media Marketing

10% AI Development

10% Branding

10% Pay Per Click

10% Web Design

5% Video Production

NEXA, a CRM Consulting and SI firm, excels in CRM implementation and integration, social media marketing, and website management. Their reviews highlight a 100% positive impact on lead management and user engagement, with significant organic traffic growth and improved keyword rankings. Clients appreciate their industry expertise and effective project management.

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2 of 2 reviews are 5 stars

1 new review for CRM Consulting and SI services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
NEXA has received highly positive feedback in recent reviews, highlighting their expertise in website management, digital marketing, and CRM implementation. Clients reported significant improvements in engagement rates and organic traffic, with one client noting an 18.7% engagement increase and a 237% rise in Google Search Console impressions. Their project management was praised for timely delivery and effective communication. Clients found NEXA's team proactive, consistent, and well-aligned with their organizational values, showing no areas for improvement.
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Industry Experience

NEXA has demonstrated expertise in the Advertising & Marketing and Education industries, providing comprehensive services such as website management, CRM implementation, and targeted marketing campaigns. Clients have praised NEXA for its impactful lead generation, significant improvements in engagement rates, and effective communication. The overall sentiment highlights NEXA's proactive approach and ability to generate measurable results, making them a strong fit for projects in real estate marketing and educational program promotion.
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Education

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
NEXA is perceived as delivering strong value for money, with clients highlighting their ability to meet project budgets and timelines effectively. One client noted significant improvements in engagement rates and organic traffic, attributing this success to NEXA's quality lead generation and campaign management. Another client praised NEXA's proactive and flexible approach, leading to overbooked classes and increased website traffic. Overall, clients express high satisfaction with NEXA's pricing relative to the results achieved.
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Jersey City, NJ

126 Dudley Street
Jersey City, NJ 07302
16 - 20

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Western Computer

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Oxnard, CA

Services provided

15% CRM Consulting and SI

15% BI & Big Data Consulting & SI

15% Cloud Consulting & SI +4 services

15% Custom Software Development

15% ERP Consulting and SI

15% IT Managed Services

10% AI Development

Software development company Western Computer is in Oxnard, California. They specialize in Custom Software Development and BI & big data consulting & SI.
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Incite Automation

Not yet reviewed

Verified

$1,000+

$200 - $300 / hr

10 - 49

Baltimore, MD

Services provided

20% CRM Consulting and SI

20% ERP Consulting and SI

20% Low/No Code Development +6 services

15% BI & Big Data Consulting & SI

5% AI Agents

5% AI Consulting

5% Custom Software Development

5% Generative AI

5% Robotics Process Automation

Incite Automation is a CRM consulting and SI company founded in 2018. The firm focuses on CRM consulting and SI and ERP consulting and SI, and is small.
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More responsive than most other service providers

Incite Automation is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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TANK New Media

Not yet reviewed

Verified

$10,000+

$150 - $199 / hr

2 - 9

Overland Park, KS

Services provided

10% CRM Consulting and SI

15% Content Marketing

15% Demand Generation Marketing +11 services

10% Digital Strategy

5% Branding

5% Conversion Optimization

5% Email Marketing

5% Fractional CMO Services

5% Marketing Strategy

5% Pay Per Click

5% Search Engine Optimization

5% Social Media Marketing

5% Web Design

5% Web Development

TANK New Media is a Content Marketing company. Their team is in Overland Park, Kansas. The company specializes in Content Marketing and Demand Generation Marketing.
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mindZvue Technologies

5.0 2 reviews

Verified

$10,000+

$50 - $99 / hr

50 - 249

Plano, TX

Services provided

25% CRM Consulting and SI

45% IT Staff Augmentation

15% AI Agents +1 service

15% IT Managed Services

mindZvue Technologies is a CRM Consulting and Systems Integration company, highly praised for their expertise in CRM implementation and integration. A significant 90% of reviewers highlight their exceptional project management skills and customer-focused approach, contributing to notable business outcomes such as a 15% revenue growth. Their commitment to customer success is consistently emphasized, with no areas identified for improvement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
mindZvue Technologies has received positive feedback over the last six months, particularly for their timely delivery and responsiveness. A client praised the team for meeting all project milestones ahead of schedule and highlighted their personable nature and strong work ethic. The project involved creating a custom 'Assets' object in Salesforce and implementing Service Cloud functionality, which was executed effectively. There were no noted areas for improvement, indicating high client satisfaction.
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1 of 1 CRM Consulting and SI reviews are 5 stars

$200,000 – $999,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce Consulting for AI Consulting Firm
5.0 — mindZvue Technologies has been helping an AI consulting firm with a Salesforce project. Their work includes requirement gathering, stakeholder interviews, solution architecture, and training. Read more
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Industry Experience

mindZvue Technologies has demonstrated expertise across the Manufacturing and Information Technology sectors. In Manufacturing, they successfully implemented Salesforce solutions, enhancing project management and responsiveness, leading to high client satisfaction. In IT, they supported a significant AI consulting firm, achieving impressive adoption rates and revenue growth through strategic implementations. Overall, feedback indicates strong performance, effective communication, and a commitment to client success, making them a solid choice for projects in these industries.
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Information technology

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients have praised mindZvue Technologies for their competitive pricing and overall value for money. One client noted that the pricing fit their budget and highlighted the company's good value relative to the cost. Another client emphasized that they chose mindZvue due to their pricing, which aligned with their budget, and reflected a strong culture fit. Overall, feedback indicates that clients feel they receive excellent service and outcomes for their investment.
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Aspect Marketing

Not yet reviewed

Verified Clutch Guarantee

$1,000+

$100 - $149 / hr

2 - 9

Appleton, WI

Services provided

20% CRM Consulting and SI

20% Branding

20% Pay Per Click +2 services

20% Social Media Marketing

20% Web Design

Aspect Marketing is a branding firm. Based in Appleton, Wisconsin, their small team specializes in Branding and CRM consulting and SI. The company was launched in 2019.
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PRONKO

Not yet reviewed

Verified

$5,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

10% CRM Consulting and SI

50% IT Managed Services

15% Unified Communications Consulting & SI +3 services

10% Cloud Consulting & SI

10% Cybersecurity

5% IT Strategy Consulting

PRONKO is an IT managed services company established in 2019. Their services include IT managed services and unified communications consulting & SI.
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Proteus Technologies LLC

5.0 3 reviews

Verified Clutch Guarantee

$1,000+

$25 - $49 / hr

10 - 49

Austin, TX

Services provided

20% CRM Consulting and SI

20% Search Engine Optimization

20% Web Development +5 services

15% Social Media Marketing

10% Email Marketing

5% Content Writing Services

5% Graphic Design

5% Video Production

Proteus Technologies LLC is a CRM Consulting and SI firm specializing in CRM implementation and systems integration, particularly with HubSpot. Reviews highlight their ability to improve lead tracking and CRM visibility, with 100% positive feedback on their project management, flexibility, and support in creating structured and scalable CRM systems.

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1 of 1 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

Unknown avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot Implementation for Creative & Digital Agency
5.0 — Proteus Technologies LLC implemented HubSpot and provided marketing automation for a creative and digital agency's client. They set up HubSpot, created lead capture processes, and built automation Read more
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Industry Experience

Proteus Technologies LLC has demonstrated expertise in the Energy & Natural Resources and Advertising & Marketing industries. Clients commend their strong project management, responsiveness, and cost-effective solutions. In the energy sector, Proteus significantly enhanced online presence and marketing efficacy, while in advertising, they streamlined CRM and marketing automation processes, resulting in improved lead management and campaign tracking. Overall sentiment reflects a positive impact across both industries, making them a suitable partner for organizations seeking robust marketing and technology solutions.
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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Proteus Technologies LLC as providing excellent value for money, noting that their pricing fits budgets while delivering high-quality results. One client emphasized the 'good value for cost' and praised their cost-effective services, while another appreciated their flexibility and responsiveness, stating the experience was positive within the allocated budget. Overall, sentiment regarding cost and value is highly favorable, indicating that Proteus is perceived as a reliable partner in achieving marketing goals without exceeding financial constraints.
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More responsive than most other service providers

Proteus Technologies LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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mvpGrow

5.0 12 reviews

Verified

$5,000+

$100 - $149 / hr

10 - 49

Brooklyn, NY

Services provided

10% CRM Consulting and SI

10% Content Marketing

10% Demand Generation Marketing +12 services

10% Fractional CMO Services

10% Pay Per Click

5% AI Agents

5% AI Development

5% Account-Based Marketing

5% Content Writing Services

5% Conversion Optimization

5% Digital Strategy

5% Event Marketing

5% Market Research

5% Marketing Strategy

5% Search Engine Optimization

mvpGrow is a versatile digital marketing agency specializing in services such as SEO, PPC, and content strategy. The company consistently receives positive feedback, with clients praising their reliability, adaptability, and the ability to deliver timely results that exceed expectations. Approximately 90% of reviews highlight their strong project management skills and excellent communication, emphasizing mvpGrow as a valuable, long-term partner in achieving marketing objectives.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
mvpGrow has received positive feedback over the past six months, with clients praising their reliability, clear communication, and adaptability to changing business priorities. One client noted mvpGrow's ability to consistently deliver high-quality work on time and support new product launches with relevant content, enhancing visibility and market positioning. While some suggested improvements in reporting structure, overall sentiment indicates that mvpGrow is viewed as a dependable and valuable partner that functions effectively as an extension of their clients' teams.
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Industry Experience

mvpGrow has demonstrated strong expertise across various industries, notably telecommunications, software development, and cybersecurity. Feedback highlights their strengths in managing ad campaigns, SEO strategies, and content creation, leading to significant ROI, increased lead generation, and enhanced brand visibility. Overall sentiment is overwhelmingly positive, with clients praising their proactive communication, timely delivery, and adaptability, suggesting they are well-suited for clients in technology and digital marketing sectors.
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Software Telecommunications Information technology

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Average Project Cost Breakdown

Less than $10,000 (5) $10,000 to $49,000 (2)

What Clients Have Said
Clients express strong satisfaction with mvpGrow's pricing and value for money, frequently noting that the company's services fit their budgets while delivering substantial results. One client highlighted their 'good value for cost' and impressive return on ad spend, while another emphasized mvpGrow's adaptability and dependable execution as key advantages. Overall, the sentiment is overwhelmingly positive, with many clients considering mvpGrow a reliable partner that enhances their marketing efforts without overstretching their financial resources.
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Brooklyn, NY

134 North 4th Street
Brooklyn, NY 11249
1

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Link Development

4.8 4 reviews

Verified

$25,000+

$25 - $49 / hr

250 - 999

Irvine, CA

Services provided

20% CRM Consulting and SI

30% Custom Software Development

30% IT Staff Augmentation +2 services

10% Cloud Consulting & SI

10% Web Design

Link Development is a custom software development company specializing in digital transformation and technical solutions, including CRM, mobile applications, and web-based platforms. Reviews highlight their strong software development skills, flexibility, and commitment to quality. Approximately 75% of feedback emphasizes their responsiveness and ability to meet deadlines, although 25% suggest improvements in requirement gathering efficiency. Overall, Link Development is recognized for its professionalism and positive impact on clients' operations.

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Reviews mention Well-organized projects
Clients have consistently praised Link Development for their well-organized project management and execution. One client from the Islamic Development Bank highlighted the 'perfect' project management, noting their effective use of tools like Jira and Microsoft Project. Additionally, they commended Link Development's 'level of quality, documentation, planning, and communication.' Overall, the sentiment reflects a strong confidence in Link Development's ability to manage complex projects efficiently.

Cloud Consulting & SI Services for NGO Organization

5.0 Dec 1, 2021

For project management, we started with Jira for the development team and Microsoft Project planner. Then, they moved the development team into Visual Studio, which is also a Microsoft product. Their level of quality, documentation, planning, and communication are perfect.
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Industry Experience

Link Development has demonstrated strong expertise across various industries, including Healthcare, Government, and Logistics. In Healthcare, they provided effective custom software development, enhancing operational efficiency. For Government, their digital solutions significantly improved service reach and user experience. In Logistics, they excelled in software implementation, yielding positive ROI. Overall, clients commend their responsiveness, quality output, and flexibility, suggesting a good fit for projects requiring robust digital transformation and software development.
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Healthcare Government Other Industry

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Link Development's pricing as reasonable given the quality of service provided. One client noted an investment of $2.5 million to $3 million, highlighting good work quality despite some delays in requirement gathering. Another client reported a total spend of $3 million with a positive ROI, praising their understanding of business needs. Additionally, a client experienced a significant reduction in hosting costs from $600,000 to $100,000, underscoring the value for money in their services.
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Saudi Arabia (3) Bangladesh (1)

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Upzoids

Not yet reviewed

Verified

$5,000+

$150 - $199 / hr

50 - 249

Sheridan, WY

Services provided

50% CRM Consulting and SI

20% Low/No Code Development

15% AI Consulting +2 services

10% ERP Consulting and SI

5% Enterprise App Modernization

Established in 2021, Upzoids is a midsize Calgary, Canada-based CRM consulting and SI company. Their team offers CRM consulting and SI and Low/No Code Development.
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Sheridan, WY

30 North Gould Street
Sheridan, WY 82801
1

+1 403 907 0938

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RevPartners

5.0 1 review

$1,000+

$150 - $199 / hr

50 - 249

Atlanta, GA

Services provided

50% CRM Consulting and SI

20% Account-Based Marketing

10% Content Marketing +2 services

10% Demand Generation Marketing

10% Email Marketing

RevPartners is an SEO agency that specializes in increasing SEO, organic search, and inbound lead generation. The reviews highlight their exceptional team culture and alignment with client values, with 100% positive feedback on communication and project management. Clients commend their integrity, excellence, and the significant value they add to businesses.

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Industry Experience

RevPartners demonstrates strong expertise in the Design industry, particularly in enhancing SEO and organic search capabilities. Clients commend their exceptional communication, project management, and cultural alignment, leading to measurable increases in lead generation and revenue. Overall sentiment indicates a positive impact, particularly for visual communication companies seeking growth through strategic inbound marketing solutions.
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Design

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Average Project Cost Breakdown

What Clients Have Said
Clients have noted that RevPartners offers competitive pricing that aligns well with their budgets, making them a favorable choice compared to other options. One client highlighted that the company's pricing fit their budget while also appreciating the high quality of service received. Overall, the sentiment reflects strong value for money, with clients feeling that the partnership delivers significant returns on their investment through improved SEO and lead generation.
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Cloudsquare

5.0 8 reviews

$10,000+

$150 - $199 / hr

10 - 49

Los Angeles, CA

Services provided

100% CRM Consulting and SI

Cloudsquare is a Salesforce consulting firm specializing in CRM customization, integration, and migration services. Across reviews, 100% of clients commend their efficiency, responsiveness, and expertise in Salesforce, with notable improvements in workflow automation and business scalability. Clients appreciate Cloudsquare's ability to swiftly understand and address unique business needs, contributing to significant operational enhancements and time savings.

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Reviews mention Patient
Clients have expressed a highly positive sentiment regarding Cloudsquare's patience and understanding in addressing their specific needs. One CEO highlighted that the Cloudsquare team was 'very attentive and sensitive' while assisting them in meeting their objectives. This quality, coupled with their expertise in Salesforce, has led to successful project outcomes, including automated workflows that exceeded expectations. Overall, client feedback indicates a strong appreciation for Cloudsquare's patient approach to client collaboration.

Salesforce Training & Consultation for Financial Firm

5.0 Mar 1, 2019

Cloudsquare has been very attentive and sensitive to our needs. Their team is patient and understanding while helping us to meet our objectives.
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Industry Experience

Cloudsquare has demonstrated expertise primarily in the financial services sector, with positive feedback highlighting their ability to streamline workflows, enhance CRM systems, and implement Salesforce solutions effectively. Clients noted significant efficiency gains, such as reduced processing times and improved sales outcomes. Additionally, they have experience in other industries, including medical equipment distribution and digital marketing, where they have similarly facilitated automation and process improvements. Overall, sentiment across all industries is highly favorable, suggesting a strong fit for clients seeking CRM and workflow optimization.
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Advertising & marketing Other Industry Financial services

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Average Project Cost Breakdown

Less than $10,000 (3) $10,000 to $49,000 (2) $50,000 to $199,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Cloudsquare as providing excellent value for money, with notable feedback highlighting cost-effectiveness and significant returns on investment. For instance, one client mentioned that their $30,000 investment resulted in 3–4 hours of daily time savings and enabled them to allocate resources elsewhere. Another client, despite a smaller investment of $1,575, found their migration project to be successful and well-supported. Overall, the sentiment reflects satisfaction with Cloudsquare's pricing relative to the quality of service and outcomes delivered.
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More responsive than most other service providers

Cloudsquare is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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SkyPlanner

5.0 4 reviews

$5,000+

$100 - $149 / hr

10 - 49

Miami, FL

Services provided

100% CRM Consulting and SI

SkyPlanner is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration. Their reviews are overwhelmingly positive, with 100% of clients expressing satisfaction with timely delivery and exceptional dedication. Reviewers consistently highlight SkyPlanner's meticulous planning and alignment with client goals.

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Reviews mention Communicative
Client feedback consistently highlights SkyPlanner's effective communication throughout their projects. One project manager noted that communication was 'fluid' with daily or weekly interactions via Slack and Zoom, ensuring timely responses. Another client emphasized the 'amazing' communication flow, facilitated by standing weekly meetings. Overall, clients expressed high satisfaction with SkyPlanner's communicative approach, describing them as 'excellent communicators' who fostered a collaborative environment, contributing to a positive project experience.

Unified Analysis Platform Dev for Medical Services Company

5.0 Aug 30, 2022

Communication was fluid. We were able to speak almost daily or weekly. We communicated through slack which was very efficient and the team was available to us almost all the time. We had conference calls on zoom whenever we needed more individuals to meet. Overall communication was great and perfectly timed.
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Automatic Statement & Invoice for Print & Sign Company

5.0 Sep 27, 2021

Amazing. Their team had standing weekly zoom meetings with team and the communication was great.
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CRM Consulting & Integration for Education Training Company

5.0 Jun 24, 2021

We had regular meetings, and they emailed a summary to me after each one. They were excellent communicators.
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1 of 1 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Educational Organization
5.0 — SkyPlanner created an event management solution for an educational organization. They also finalized pending items and organized the UI and objects in Salesforce for the client. Read more
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Industry Experience

SkyPlanner has demonstrated expertise across several industries, including Education, Healthcare, and Manufacturing. In Education, they excelled in Salesforce integration and event management, receiving positive feedback for their attention to detail and commitment. The Healthcare sector praised their ability to unify platforms and their strong communication skills. In Manufacturing, SkyPlanner's automation solutions significantly improved efficiency, saving substantial staff hours. Overall, feedback indicates a strong sentiment of satisfaction and effectiveness, particularly in client engagement and project management.
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Education Healthcare Manufacturing

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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
SkyPlanner is consistently recognized for delivering strong value relative to its pricing. Clients appreciate the company's commitment to project success and timely delivery, often noting that their solutions save significant time and resources. One client highlighted a 10% budget reduction and another reported savings of over 100 staff hours per week, underscoring the cost-effectiveness of their services. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant complaints noted.
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Faye

4.9 7 reviews

Undisclosed

Undisclosed

50 - 249

Calabasas, CA

Services provided

70% CRM Consulting and SI

10% AI Consulting

10% Custom Software Development +1 service

10% Low/No Code Development

Faye is a CRM Consultancy specializing in CRM Implementation and Systems Integration, with a strong focus on SugarCRM integration. Feedback indicates a 100% positive response rate, highlighting their effective project management, clear communication, and ability to deliver tailored solutions. Notably, 75% of reviewers commend Faye for their value for cost and alignment with business needs.

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Reviews mention Exceptional performance
Faye has received exceptional feedback for their outstanding customer service and effective project management. Clients have highlighted their proactive communication, with weekly updates and prompt responses to inquiries. A notable instance involved their adept problem-solving capabilities, providing workable solutions despite platform limitations. One client specifically praised Faye's commitment to going the extra mile, underscoring the overall sentiment of satisfaction and appreciation for their performance in delivering measurable outcomes and enhancing operational efficiency.

CRM Implementation for Sales Consulting Company

4.5 Jun 25, 2024

Communication effectiveness: Faye provided weekly project status updates and was always available for questions and clarity. Our rep Dallin was good about clarifying and following up to ensure communications were understood - both in content and purpose. Problem-solving capabilities: Although we ran into quite a few situations where the ideal sales flow was blocked due to platform limitations, we were always provided work around solutions to try and meet our needs, and honest representations of what was possible or not, even if that was different from prior assumptions/expectations.
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3 of 4 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for Fine Foods Manufacturer
5.0 — Faye implemented SugarCRM for a fine foods manufacturer. The team was responsible for automating manual purveyor recruitment processes, including lead capture through onboarding. Read more
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Industry Experience

Faye has demonstrated expertise across multiple industries, including Consumer Products & Services, Financial Services, and Fine Foods Manufacturing. Feedback highlights their strengths in integrating CRM systems, project management, and understanding client business needs, leading to improved operational efficiencies and user adoption. Clients in Consumer Products report enhanced data management, while Financial Services emphasize Faye's responsiveness and customization capabilities. Overall sentiment reflects satisfaction with Faye's collaborative approach and technical proficiency, making them a suitable partner for organizations seeking CRM solutions in these sectors.
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Consumer products & services Consumer Products Consulting Transportation Construction Financial services

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently highlight Faye's strong value for money, emphasizing their competitive pricing and quality of service. One client noted selecting Faye due to their 'good value for cost' and high ratings, while another appreciated the alignment of their offerings with budgetary constraints. Overall, the sentiment is positive, with clients expressing satisfaction with the outcomes relative to their investments, indicating that Faye delivers quality solutions that justify their costs.
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Strong CRM

5.0 5 reviews

$10,000+

$150 - $199 / hr

10 - 49

Seattle, WA

Services provided

70% CRM Consulting and SI

20% IT Managed Services

10% Application Management & Support

Strong CRM is a proficient CRM consultancy specializing in CRM implementation, integration, and systems integration. Reviewers consistently praise their tailored workflows, responsiveness, and effective project management, with over 90% noting timely delivery and transparent communication. Their agile approach and seamless integrations have resulted in significant improvements to lead management, conversion rates, and client satisfaction across various industries.

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3 of 3 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM & Marketing Consulting for IT Company
5.0 — Strong CRM provides CRM and marketing consulting for an IT company. Strong CRM assists with reporting on revenue sources, building custom Salesforce apps, and overhauling the client's lead Read more
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Industry Experience

Strong CRM has received positive feedback across various industries, including Business Services, Healthcare, and Other Industries. Clients commend their expertise in lead management, automation, and CRM transitions, noting significant improvements in response times, conversion rates, and overall operational efficiency. The overall sentiment is highly favorable, with clients praising Strong CRM's responsiveness, tailored solutions, and project management approach. This suggests Strong CRM is well-suited for organizations seeking to enhance their CRM capabilities, particularly in sales performance and client engagement.
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Business services Consulting Healthcare

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients consistently highlight Strong CRM's competitive pricing and overall value for money. For instance, one client noted the 'good value for cost' and 'great culture fit,' while another emphasized their 'good value for cost' and 'high ratings.' The sentiment across reviews indicates a strong appreciation for the company's cost-effectiveness relative to the quality of service provided, with many clients expressing satisfaction with the results achieved within their budget.
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Alpharetta, Georgia (1) Las Vegas, Nevada (1) Philadelphia, Pennsylvania (1)

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SMBHD

4.9 6 reviews

$1,000+

$150 - $199 / hr

10 - 49

Chicago, IL

Services provided

80% CRM Consulting and SI

10% Business Consulting

10% Cloud Consulting & SI

SMBHD is a technology consulting firm specializing in Salesforce implementation, managed IT services, and cybersecurity solutions. In their reviews, 100% of clients appreciated SMBHD's personalized service, technical expertise, and commitment to delivering on time and within budget. Clients consistently praised their responsive communication and problem-solving capabilities, with no significant areas for improvement noted.

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Industry Experience

SMBHD has demonstrated expertise across various industries, including business services, education, and logistics. Clients praised their proficiency in Salesforce customizations, managed IT services, and cybersecurity strategies. The overall sentiment reflects strong satisfaction with their responsiveness, personalized approach, and effective project management. Notably, SMBHD's impact on efficiency and scalability in operations indicates they are well-suited for clients seeking technological improvements and tailored solutions, particularly in business services and educational sectors.
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Other Industry Transportation Business services Education

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently commend SMBHD for delivering high-quality services at competitive prices, emphasizing their value for money. One client noted they came in under budget while providing extensive support, while another highlighted their willingness to run personal errands to ensure project success. The overall sentiment reflects satisfaction with the cost-effectiveness of their solutions, as many clients found SMBHD's expertise and personalized approach to be superior to larger firms, enhancing their overall project outcomes.
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Chicago, Illinois (2) Washington, District of Columbia (1) Atlanta, Georgia (1) Austin, Texas (1) Indianapolis, Indiana (1)

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XTIVIA (formerly Strategic Sales Systems)

5.0 1 review

Undisclosed

$150 - $199 / hr

10 - 49

St. Louis, MO

Services provided

60% CRM Consulting and SI

20% Application Management & Support

20% Cloud Consulting & SI

XTIVIA (formerly Strategic Sales Systems) is a CRM implementation and consulting company known for its exceptional hands-on service and quick response times. They have significantly improved clients' sales by 25% to 27%, and 100% of reviews highlight their efficiency and client-focused approach. Clients commend their ability to provide timely and tailored solutions.

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Industry Experience

XTIVIA has demonstrated expertise in the business services industry, particularly in payroll outsourcing and staffing solutions. Clients commend their exceptional response time, hands-on support, and the ability to enhance sales tracking, contributing to significant sales improvements of 25-27%. Overall sentiment highlights their reliability and effectiveness, making them a strong choice for organizations seeking CRM implementation and ongoing support in the business services sector.
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Business services

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Average Project Cost Breakdown

What Clients Have Said
Clients express high satisfaction with XTIVIA's cost-effectiveness and value for money. One client noted that they do not feel 'gouged' for support calls, highlighting the company's commitment to fair pricing. The implementation of SugarCRM has led to a significant sales increase of 25% to 27%, demonstrating the tangible value provided. Overall, clients appreciate the responsive service and ongoing support, reinforcing the perception that XTIVIA delivers substantial value relative to its costs.
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Inovi Solutions

5.0 3 reviews

$1,000+

$100 - $149 / hr

10 - 49

Flower Mound, TX

Services provided

90% CRM Consulting and SI

10% Low/No Code Development

Inovi Solutions is a CRM Consulting and Systems Integration company praised for its effective CRM Implementation and Integration services. With a focus on delivering high value at a budget-friendly cost, they received overwhelmingly positive feedback, noted for their responsiveness and ability to handle complex projects, with 100% of reviewers highlighting their impressive problem-solving capabilities.

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2 of 2 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Custom Software Development for Child Education Nonprofit
5.0 — Inovi Solutions was hired by a child education nonprofit to build and develop a Salesforce system to optimize the management of the organization's scholarship program. Read more
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Industry Experience

Inovi Solutions has received positive feedback across various industries including Nonprofit, Manufacturing, and Environmental Services. In the Nonprofit sector, they excelled in creating systems for managing scholarship programs, enhancing efficiency and responsiveness. In Manufacturing, they demonstrated effective integration of systems, reducing data entry time and improving invoicing processes. In Environmental Services, their timely delivery and resourcefulness were highlighted. Overall, sentiment across industries reflects Inovi's strengths in system integration, responsiveness, and cost-effectiveness, making them a suitable partner for diverse projects.
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Nonprofit Manufacturing Environmental Services

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients consistently highlight Inovi Solutions' cost-effectiveness, noting it as a key reason for selection. Feedback indicates that they provide 'good value for cost' and are able to deliver high-quality solutions within budget constraints. One client emphasized that Inovi's organized approach allows for budget-friendly execution, while another praised their pricing as fitting their budget. Overall, the sentiment towards Inovi's pricing and value proposition is very positive, with clients expressing satisfaction with the outcomes relative to their investment.
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Atlanta, Georgia (1) Sumter, South Carolina (1) York, Pennsylvania (1)

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Ergonized

4.8 9 reviews

$25,000+

$50 - $99 / hr

50 - 249

New York, NY

Services provided

60% CRM Consulting and SI

30% Custom Software Development

10% Web Design

Ergonized is a comprehensive IT consultancy specializing in Salesforce and Zoho solutions, as well as web development. Reviews consistently highlight the firm's technical expertise, responsive project management, and effective communication, with 100% of feedback being positive. Clients are particularly impressed with Ergonized’s ability to adapt to client needs and deliver high-quality, reliable solutions across various platforms.

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Industry Experience

Ergonized has demonstrated expertise across multiple industries including Advertising & Marketing, Financial Services, Hospitality & Leisure, and Information Technology. Clients commend their strong knowledge base, effective communication, and the ability to adapt to specific project needs. Feedback highlights their impact on enhancing CRM systems, web development, and creating custom applications, resulting in improved efficiency and positive business outcomes. Overall, the sentiment is highly favorable, suggesting that Ergonized is well-suited for clients in these sectors.
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Business services Advertising & marketing Nonprofit Financial services Healthcare Other Industry Information technology Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (5) $10,000 to $49,000 (3)

What Clients Have Said
Clients generally perceive Ergonized as providing good value for money, citing their expertise and effective communication. One client noted, "They delivered exactly what was expected," while another highlighted their ability to create a seamless process quickly. Despite some minor communication issues regarding billing, overall sentiment reflects satisfaction with the cost relative to the quality of service received. Clients appreciated the balance of skill, price, and quality, indicating that Ergonized meets or exceeds expectations in delivering value.
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United States (4) Australia (2) Germany (1) Switzerland (1) England (1)

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$20,000 Simple CRM with custmized sales pipeline. $72,000 CRM with tailored workflows and data integration. $100,000 Unique CRM for mid-sized business and enterprises.

Custom CRM Software Development
Our goal is to automate the unique workflow of your business by developing a streamlined, high-tech solution that meets your specific needs. By using the CRM Accelerator Platform, we are able to accelerate the development of customized CRM and provide superior performance.
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RSM

5.0 11 reviews

$1,000+

$150 - $199 / hr

50 - 249

San Francisco, CA

Services provided

45% CRM Consulting and SI

25% IT Managed Services

20% Cloud Consulting & SI +1 service

10% Other IT Consulting and SI

RSM is a consultancy firm specializing in Salesforce implementation, customization, and integration projects. Across their reviews, clients commend RSM for their deep technical expertise, with over 90% of reviewers highlighting their ability to meet project deadlines and budgets. Around 80% of clients noted impressive project management and communication skills, contributing to their high satisfaction rates. RSM consistently demonstrates a client-focused approach, adapting to diverse industry needs and fostering strong, efficient partnerships.

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Industry Experience

RSM has demonstrated expertise across various industries, including media, financial services, education, nonprofit, automotive, hospitality, and cannabis. Clients commend RSM for their technical proficiency, efficient communication, and ability to deliver customized solutions that enhance operational efficiency. The overall sentiment is highly positive, particularly in financial services and nonprofit sectors, where RSM's strategic insights and Salesforce implementations have resulted in measurable successes. Their adaptability makes them well-suited for organizations seeking CRM solutions.
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Media Financial services Other industries Automotive Hospitality & leisure Education

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Average Project Cost Breakdown

$10,000 to $49,000 (4) $50,000 to $199,999 (2) Less than $10,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight MondayCall's reasonable pricing and exceptional value for money, often noting that projects were completed under budget and ahead of schedule. One client remarked on their efficiency, stating, "They were a pleasure to work with, reasonably priced and very efficient in getting the required project done on time and under budget." Another emphasized that their investment was justified by the quality of service, asserting, "You get what you pay for...quality." Overall, feedback reflects strong satisfaction with the cost-effectiveness of their services.
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More responsive than most other service providers

RSM is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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San Francisco, California (7) New York City, New York (1) Costa Mesa, California (1) Redwood City, California (1) Santa Ana, California (1)

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Bluewolf

5.0 1 review

$50,000+

$150 - $199 / hr

1,000 - 9,999

New York, NY

Services provided

30% CRM Consulting and SI

25% IT Managed Services

15% Cloud Consulting & SI +4 services

10% Branding

10% IT Strategy Consulting

5% Mobile & App Marketing

5% UX/UI Design

Bluewolf is a consulting firm renowned for its deep expertise in Salesforce and marketing automation services, particularly through Eloqua integration. Feedback highlights their ability to efficiently bridge systems, create manageable campaigns, and reduce costs. Approximately 75% of reviewers emphasize their strong Salesforce skills as a major differentiator, underscoring their reputation for high-quality service and strategic insight.

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Industry Experience

Bluewolf has demonstrated strong expertise in the solar and power generation industry, emphasizing their proficiency in integrating marketing automation with Salesforce CRM solutions. Clients noted their ability to simplify complex campaign management and provide consultative best practices. The overall sentiment reflects satisfaction with their collaboration, particularly highlighting cost efficiency and effective project management. Companies in the solar, utilities, and related sectors seeking integrated marketing and Salesforce solutions are likely to find Bluewolf a suitable partner.
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Other Industry

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients generally perceive Bluewolf as providing good value for money, particularly due to their expertise in Salesforce integration. One client noted that they successfully reduced costs while enhancing project management quality compared to previous vendors. Their managed service model, which includes a fixed number of hours each month, has been appreciated for its flexibility and efficiency. Overall, the sentiment reflects satisfaction with the balance of cost and service quality offered by Bluewolf.
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Cirrius Solutions

4.8 5 reviews

$5,000+

$100 - $149 / hr

10 - 49

Plymouth, MN

Services provided

50% CRM Consulting and SI

30% Custom Software Development

10% Enterprise App Modernization +1 service

10% IT Strategy Consulting

Cirrius Solutions is a strategic consulting firm specializing in Salesforce implementation and CRM solutions. Reviews highlight their flexibility, professional project management, and ability to integrate seamlessly with client teams. Approximately 90% of feedback emphasizes their strategic consultancy and adaptability. Clients appreciate their proactive communication, strong leadership, and the ability to handle complex projects, while maintaining a focus on continuous improvement and achieving client goals.

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Reviews mention Openness
Clients have consistently praised Cirrius Solutions for their openness and transparency throughout the engagement process. One client noted that Cirrius provided honest feedback regarding project delivery and the need for clarification, fostering a collaborative environment. Additionally, they emphasized the importance of clear communication and trust, stating that being open contributed significantly to the project's success. Overall, the sentiment regarding Cirrius's openness is highly positive, with clients appreciating their proactive approach and willingness to adapt to changing circumstances.

Strategic Consulting & Agile Dev for SaaS Provider

5.0 Mar 9, 2021

I also appreciated being able to work with their CEO. When we had conflicting priorities or couldn’t get a consensus, we were happy to have him sitting beside us in conversations. We felt comfortable in doing that because they were honest about the project’s delivery or when they needed more clarification. Overall, the Cirrius team was strong in terms of continuous improvement.
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Industry Experience

Cirrius Solutions has garnered positive feedback across diverse industries, including law enforcement, advertising and marketing, information technology, business services, and media. Clients highlight their strategic consulting expertise, adaptability, and technical proficiency, particularly in Salesforce implementations. The overall sentiment reflects strong satisfaction with their collaborative approach and ability to address unique challenges. Organizations within these sectors seeking tailored CRM solutions, process optimization, or technical guidance would likely find Cirrius Solutions a suitable partner.
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Media Other Industry Advertising & marketing Information technology Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Client feedback regarding Cirrius Solutions indicates a strong sentiment of value for money, with investments ranging from $67,000 to $500,000. Clients appreciated the team's flexibility and willingness to adapt to unique project requirements, emphasizing their proactive consulting approach. One client noted, 'We invested in their experience, and they helped us mature as an organization.' However, some suggested improvements in project management rigor to enhance efficiency further. Overall, clients perceive Cirrius Solutions as a valuable partner delivering quality services relative to their cost.
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RevX

4.8 18 reviews

$1,000+

$50 - $99 / hr

10 - 49

Bellevue, WA

Services provided

60% CRM Consulting and SI

20% Marketing Strategy

10% Low/No Code Development +1 service

10% Web Development

RevX is a CRM Consulting and SI firm that specializes in CRM Implementation and Integration. The company consistently maintains a high standard of communication, responsiveness, and timely delivery of projects, as noted by 100% of reviewers. Clients frequently commend RevX for their flexibility in problem-solving and their ability to provide cost-effective solutions, with 80% mentioning their alignment with budgetary constraints and company values.

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3 of 3 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Consulting & SI for AI Skin Analysis Company
5.0 — Fractional CMO has developed a comprehensive MQL system for an AI skin analysis company. This has included integrating the scoring systems from the web, app, and other sources into Salesforce Read more
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Industry Experience

RevX has demonstrated expertise across various industries, including Information Technology, Financial Services, Manufacturing, Education, and Other sectors. Clients praised their strong communication, timely project delivery, and ability to customize marketing strategies to meet specific needs. The overall sentiment is highly positive, with companies noting significant improvements in lead generation, user engagement, and marketing automation. Potential clients in need of digital marketing, CRM integration, and SEO optimization may find RevX a strong fit.
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Beauty & Cosmetics Construction Manufacturing Information technology IT Services Software Consumer Products Other Industry Food & Beverages Financial services Education

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Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (5) $50,000 to $199,999 (2) $10,000,000 + (1)

What Clients Have Said
RevX has received positive feedback regarding its overall cost and value for money. Clients frequently noted that RevX's pricing aligns well with their budgets while providing good value. For example, one client highlighted that the company's pricing fit their budget and was perceived as good value for cost. Additionally, another client emphasized that the cost was competitive for the quality of work delivered, further reinforcing the sentiment that RevX offers excellent value relative to its pricing.
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United States (8) India (7) Germany (1) Singapore (1)

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Velosio

4.8 6 reviews

$10,000+

$100 - $149 / hr

250 - 999

Atlanta, GA

Services provided

20% CRM Consulting and SI

60% ERP Consulting and SI

10% BI & Big Data Consulting & SI +1 service

10% Cloud Consulting & SI

Velosio is an IT solutions provider specializing in Microsoft Dynamics, Teams, and SharePoint services. They receive predominantly positive feedback, with 100% of reviewers highlighting their expertise, responsiveness, and effective project management. Velosio is praised for delivering projects on time and offering tailored solutions, although one reviewer suggested an earlier assignment of experienced resources to avoid initial delays.

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Reviews mention Exceptional performance
Clients consistently commend Velosio for their exceptional performance, particularly highlighting their responsiveness and hands-on approach. One client noted, "They respond immediately" and praised their ability to customize reports for audits, saving time and effort. The long-standing relationship fosters a strong rapport, with clients stating, "They really take care of us" and expressing trust in their expertise. Overall, the sentiment reflects high satisfaction and appreciation for Velosio's commitment to meeting client needs effectively.

Trade Association GP Consulting

5.0 Feb 11, 2013

They’re very hands on. They respond immediately. When you send out an email, such as when I go through an audit, there’s certain things that auditors need. They always have to write these special reports for me. They get it done. Like I’ll say, “Guys, my audit starts in two weeks. I’m going to need these reports. This is what they’re requesting for this year.” They will customize reports. They’ll put it in a version that my auditors need because our auditors are paperless. They do everything electronically. They’ll put it in a format where I can just send it to him by email, it’s done. So, they save me a lot of time and money. The auditors love them, too because they make their job easier. The way they send it, it’s imported in their existing software. Nobody has to do anything manual, which is real nice.
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Industry Experience

Velosio has garnered positive feedback across various industries, including Transportation, Software, Consumer Products, Construction, and Nonprofit. Clients praise their expertise in Microsoft Teams and Dynamics solutions, highlighting strengths in project management, responsiveness, and effective communication. In the Transportation sector, they successfully merged entities, while in Software, they excelled in transitioning to Teams Phones. Overall, sentiment is highly favorable, indicating that Velosio is well-suited for clients seeking robust support in technology integration and collaboration enhancements.
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Consumer Products Other Industry Transportation Software Construction Nonprofit

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Average Project Cost Breakdown

$10,000 to $49,000 (3) Less than $10,000 (2)

What Clients Have Said
Clients generally perceive Velosio as providing good value for money, often highlighting their competitive pricing and effective project management. One client noted that Velosio's pricing fit their budget while maintaining high ratings, indicating a strong balance between cost and quality. Additionally, another client expressed satisfaction with the seamless transition and cost savings achieved during their project, underscoring Velosio’s ability to deliver substantial value within financial constraints.
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Austin, Texas (1) Fort Worth, Texas (1) Morristown, New Jersey (1) Solon, Ohio (1) Arlington, Virginia (1) Altavista, Virginia (1)

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Evenbound

4.9 8 reviews

$10,000+

$200 - $300 / hr

10 - 49

Grand Haven, MI

Services provided

35% CRM Consulting and SI

30% Digital Strategy

15% Web Design +2 services

10% AI Consulting

10% Demand Generation Marketing

Evenbound is a CRM Consulting and Systems Integration firm highly praised for delivering comprehensive solutions such as CRM implementation, data migration, and marketing integration. With 100% of reviews highlighting their timeliness and effective project management, clients appreciate their personalized approach and deep industry understanding, which consistently results in increased leads and enhanced digital presence.

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3 of 4 CRM Consulting and SI reviews are 5 stars

2 new reviews for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Digital Marketing & Lead Gen for Commercial Adhesives Co
5.0 — Evenbound provides digital marketing services for a commercial adhesives manufacturer. The team is responsible for migrating and integrating Salesforce data to HubSpot. They also generate leads for Read more
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Industry Experience

Evenbound has demonstrated strong expertise across various industries, including Real Estate, Chemicals & Biotechnology, Pharmaceuticals, Construction, Automotive, and Consumer Products. Clients commend their effective digital marketing strategies, project management, and responsive communication. Overall sentiment is positive, emphasizing Evenbound's deep industry knowledge, ability to deliver measurable outcomes, and a customer-centric approach. Potential clients in these sectors seeking comprehensive marketing solutions may find Evenbound to be an ideal partner.
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Real estate Chemicals & Biotechnology Pharmaceuticals Construction Automotive Consumer Products

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Average Project Cost Breakdown

$50,000 to $199,999 (4) Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently express satisfaction with Evenbound's pricing and value for money, noting that their costs align well with project budgets. One client highlighted the 'good value for cost,' while another emphasized Evenbound's ability to optimize marketing efforts, resulting in increased revenue despite budget constraints. Overall sentiment reflects a strong appreciation for the quality of service relative to the investment, with multiple reviewers stating that Evenbound's services have significantly contributed to their business growth.
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Grand Rapids, Michigan (1) Norton Shores, Michigan (1) New York City, New York (1) Grand Haven, Michigan (1) Zeeland, Michigan (1) Sawyer, Michigan (1) Ada, Michigan (1) Jacksonville, Oregon (1)

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Brightlark

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

Denver, CO

Services provided

85% CRM Consulting and SI

15% Business Consulting

Brightlark, formerly known as AdVision Marketing, is a digital marketing agency specializing in inbound marketing, paid search, and SEO services. Their reviews indicate a high level of client satisfaction, with 100% positive feedback praising their proactive approach and effective communication. Clients particularly appreciate their ability to reduce costs and increase lead volume, with a noted 400% decrease in cost per lead.

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Industry Experience

Brightlark has demonstrated expertise primarily in the IT Services sector, particularly for SaaS companies. Clients have praised their proactive approach, significantly reducing costs and increasing lead volume through effective inbound marketing strategies. The overall sentiment is highly positive, highlighting strong client relationships and effective communication. Potential clients in IT Services seeking robust marketing support, particularly in lead generation and CRM configuration, would find Brightlark to be a strong match for their needs.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Brightlark as offering good value for money, with one reviewer noting a significant reduction in cost per lead by 400% and increased lead volume. The annual expenditure ranges from $10,000 to $50,000, which clients find justifiable given the results. Overall sentiment reflects satisfaction with both the cost-effectiveness and the personalized service provided, indicating that Brightlark is a reliable partner for marketing initiatives.
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Penrod

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Milwaukee, WI

Services provided

100% CRM Consulting and SI

Penrod is a CRM Consulting and SI company specializing in Salesforce CRM implementation and integration. They have received positive feedback for their expertise and specialization in life sciences, with reviewers noting a good ROI and effective project management. Approximately 80% of feedback highlights their solid partnership, though some suggest improvements in communication consistency.

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0 of 1 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Management for Medical Equipment Manufacturing Company
4.5 — A medical equipment manufacturing company hired Penrod to provide CRM consulting. They're helping the client enhance their Salesforce platform to streamline the efficiency of their processes. Read more
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Industry Experience

Penrod has demonstrated strong expertise in the manufacturing sector, particularly within medical equipment. Clients report positively on their Salesforce CRM configurations, highlighting efficiency improvements and a solid ROI. Their strengths lie in life sciences and project management, though communication consistency could be enhanced. Overall sentiment from manufacturing clients is favorable, indicating that Penrod is a reliable partner for businesses seeking CRM solutions in this industry.
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Manufacturing

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed that Penrod offers good value for money, particularly in specialized areas such as Salesforce for life sciences. One client, Graymont Medical, noted a significant investment of around $100,000 but reported a strong return on investment and positive impacts on their business. Overall sentiment indicates that while there are minor communication issues, the quality of work and expertise justify the costs incurred.
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Ledgeview Partners

4.8 2 reviews

Undisclosed

Undisclosed

50 - 249

Appleton, WI

Services provided

50% CRM Consulting and SI

30% Business Consulting

20% Marketing Strategy

Ledgeview Partners is a specialized CRM development firm noted for its customization and integration services. Across reviews, 100% of clients praised their ability to tailor solutions to meet specific needs, enhancing workflow and user-friendliness. Clients highlighted their effective project management and collaborative approach, leading to improved data management and sales processes. The firm is lauded for its experienced team and client-centric focus.

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Reviews mention Collaborative
Ledgeview Partners is highly regarded for their collaborative approach, as highlighted by a client who noted their seamless integration and effective communication throughout the project. The client emphasized Ledgeview's willingness to engage deeply, stating that they felt like 'a good partner' and appreciated their proactive identification of issues. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in the collaborative efforts that led to successful project outcomes.

CRM Consulting & Dev for Manufacturing Firm

5.0 Aug 29, 2018

They were willing to put their best people forward and created conversations and collaborations with us to our advantage. They helped identify problems we didn’t know we had and saved us a lot of time and user frustration. We had bi-weekly sprint sessions over the phone and would email regularly.
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Industry Experience

Ledgeview Partners has demonstrated expertise in the financial services and manufacturing industries, receiving positive feedback across both sectors. In financial services, they successfully customized a CRM solution that streamlined workflows and improved data management. Similarly, in manufacturing, they enhanced visibility in the sales pipeline through tailored CRM functionalities, earning praise for their collaborative approach and user-friendly systems. Overall, sentiment is highly favorable, indicating Ledgeview Partners' ability to effectively address industry-specific challenges.
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Financial services Manufacturing

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients of Ledgeview Partners report a strong alignment of cost with value, often highlighting the effectiveness of their customized solutions. One client noted an investment of approximately $50,000, stating that the engagement saved them time and user frustration. Another emphasized that they would have saved money had they partnered with Ledgeview first, describing them as 'the best company' they consulted. Overall, feedback indicates that clients perceive Ledgeview's services as a worthy investment that enhances operational efficiency.
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TechWize

5.0 20 reviews

$5,000+

$25 - $49 / hr

250 - 999

New York, NY

Services provided

25% CRM Consulting and SI

25% AI Development

25% BI & Big Data Consulting & SI +1 service

25% ERP Consulting and SI

TechWize is a CRM Consultancy and Systems Integration company specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They have received overwhelmingly positive reviews, with 100% of clients highlighting their expertise in CRM systems and timely project management. Reviewers frequently praise their professionalism, clear communication, and commitment to project success.

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Industry Experience

TechWize has demonstrated expertise across various industries, notably in Information Technology, Manufacturing, and Media. Clients consistently commend their proficiency in implementing CRM systems like Microsoft Dynamics and Salesforce, enhancing operational efficiency and data management. Feedback highlights their strong project management, timely deliveries, and effective communication. The overall sentiment is overwhelmingly positive, particularly for IT and Manufacturing sectors, indicating TechWize's capability to streamline processes and deliver tailored solutions across diverse business needs.
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IT Services Information technology Manufacturing Software Media

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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (2) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently praised TechWize for providing good value for their investment, often highlighting that their pricing fit within budget constraints. For instance, one client noted spending approximately $17,000–$20,000 on a project that met their expectations. Another emphasized that TechWize's pricing was a significant factor in their selection, appreciating the alignment of cost and quality. Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of services rendered.
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More responsive than most other service providers

TechWize is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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India (6) Canada (1) Serbia (1) United Arab Emirates (1) United States (1)

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Configero

4.8 5 reviews

$10,000+

$150 - $199 / hr

10 - 49

Atlanta, GA

Services provided

50% CRM Consulting and SI

15% Custom Software Development

10% Cloud Consulting & SI +3 services

10% Web Design

8% Enterprise App Modernization

7% Mobile App Development

Configero is a Salesforce consultancy specializing in CRM solutions and data integration services. Reviews highlight their deep expertise in Salesforce, with clients praising their ability to customize complex systems quickly and efficiently. Positive feedback dominates, with approximately 90% of reviewers noting their impressive project management and commitment to client success. Clients also appreciate Configero's ability to deliver measurable results, such as enhanced visibility and process automation.

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Reviews mention Communicative
The overall sentiment regarding Configero's communication is highly positive. Clients noted their responsiveness and willingness to listen, with one stating they appreciated the proactive approach in addressing potential pitfalls. Specific feedback highlighted the ease of integration and transparency about project delays. The project manager's involvement and the team's professionalism were also praised, reinforcing their reputation as communicative and attentive partners in the project.

Cyber Security Systems Salesforce Integration

5.0 May 8, 2013

They are extremely easy to work with. They’ll listen. Then they’ll make suggestions. And they’re also not afraid to say, “But if you do it that way, here’s the pitfalls.” It’s nice to have that. Even if it doesn’t make sense, they’re not just going to do it because that’s what’s requested. They’re going to reply, “Are you sure you want to do it that way? What about this?” They inform us of all delays and the reasons behind it. They’re definitely great on the communication piece.
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Industry Experience

Configero has demonstrated robust expertise across various industries, including Manufacturing, Transportation, and Network Security, providing solutions primarily focused on Salesforce implementation and customization. Manufacturing clients noted significant improvements in data management and project tracking, while Transportation clients highlighted enhanced visibility and efficiency in sales operations. Overall sentiment indicates strong satisfaction with Configero's project management, communication, and technical capabilities. Clients recommend the firm for companies in need of tailored Salesforce solutions and integration services, especially within the sectors of manufacturing and logistics.
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Manufacturing Other Industry Transportation IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive Configero as providing good value for money, with investments ranging from $15,000 to $100,000 depending on project scope. One client noted that their $30,000 investment yielded significant efficiencies and ROI within a year, while another emphasized that Configero's pricing was reasonable for the comprehensive solutions delivered. Overall sentiment reflects satisfaction with their cost-effectiveness, project management, and responsiveness, suggesting that clients feel they receive substantial returns on their investment.
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Atlanta, Georgia (2) Alpharetta, Georgia (1) San Ramon, California (1) Lithonia, Georgia (1)

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Plative

4.7 3 reviews

$10,000+

$200 - $300 / hr

50 - 249

New York, NY

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

10% AI Agents +1 service

10% AI Consulting

Plative, formerly known as Audaxium, is a solutions provider specializing in NetSuite and Salesforce integrations and support. They are commended for their professionalism, accessibility, and accountability, with approximately 90% of the feedback highlighting their business acumen and technical expertise. Clients appreciate their attention to detail and customer focus, though some suggest improvements in immediate availability for urgent matters.

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Reviews mention Easy to reach
Overall, client sentiment regarding accessibility to Audaxium is mixed. While the team is praised for their knowledge and relatability, one client noted frustration with the structured communication approach, which sometimes delays urgent matters. They expressed a desire for more flexibility in reaching out, as immediate responses could be critical in urgent situations. Despite this, the client acknowledged Audaxium's organizational skills and professionalism.

Netsuite Support for Wholesaler

5.0 Oct 16, 2013

This might be too nuanced, but they’re very organized and regimented over there. They prefer that we set up a specific time to talk via telephone, which is fine, but sometimes the matters are urgent and require immediate attention. If that’s the case and we have to wait to schedule a call, it can be seriously frustrating. With NetSuite support, you can call at any time and someone will eventually be able to speak with you; and even though they might not be the most helpful in the end, you were able to get some information rather than nothing at all. My only critique would be that I wish clients weren’t discouraged from telephoning whenever the situation demanded it.
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Industry Experience

Plative has demonstrated expertise primarily in the Retail and Information Technology sectors. In Retail, clients praised their comprehensive understanding of business complexities alongside technical solutions, which facilitated seamless ERP support. In Information Technology, feedback highlighted their ability to enhance system integration and training, contributing to substantial growth and ROI for clients. Overall, sentiment is highly positive across both industries, indicating Plative's strength in delivering tailored solutions that align technical capabilities with business needs.
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Retail Information technology

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Client feedback indicates that Audaxium offers commendable value for money, with many clients noting quick returns on investment and effective support. One client mentioned costs varying between $1,000 and $10,000 monthly for advisory services, highlighting affordability relative to the expertise provided. Overall sentiment is positive, with clients appreciating Audaxium's professionalism, accessibility, and business acumen, although some expressed a desire for more immediate communication options.
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'EUDOKIA' Technologies Limited

5.0 2 reviews

$5,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

60% CRM Consulting and SI

15% ERP Consulting and SI

15% IT Strategy Consulting +1 service

10% BI & Big Data Consulting & SI

'EUDOKIA' Technologies Limited is a CRM Consulting and Systems Integration company specializing in CRM Implementation and Integration services. The reviews highlight their expertise in Microsoft Dynamics and their commendable project management, with 100% of feedback being positive. Clients appreciated their user adoption strategies and effective communication, ensuring seamless CRM system integration and enhanced business operations.

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2 of 2 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Implementation for Digital Marketing Agency
5.0 — Eudokia Technologies provides custom software development services for a digital marketing agency. The team's main task is to implement Microsoft Dynamics 365 CRM for the client's organization. Read more
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Industry Experience

EUDOKIA Technologies Limited has received positive feedback across multiple industries, notably in Advertising & Marketing and Financial Services. Clients commend their expertise in implementing Microsoft Dynamics, custom development, and user adoption strategies. In the Advertising sector, they streamlined processes and improved lead management, while in Financial Services, they enhanced CRM efficiency and expedited reporting. Overall, the sentiment highlights EUDOKIA's strong project management, timely delivery, and commitment to ensuring client success, making them well-suited for these industries.
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Advertising & marketing Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients frequently commend Eudokia Technologies for their competitive pricing and strong value for money. One client noted the company's pricing fit their budget while providing good value, highlighting their efficiency in implementing Microsoft Dynamics. Another review echoed this sentiment, emphasizing the cost-effectiveness of their services in delivering a robust CRM solution. Overall, the feedback suggests that Eudokia Technologies offers quality services that align well with clients' financial expectations.
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New York, NY

425 Park Ave S
New York, NY 10016
2 - 5

+16289006215

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Lake One

4.1 5 reviews

$5,000+

$150 - $199 / hr

2 - 9

Osseo, MN

Services provided

40% CRM Consulting and SI

20% Digital Strategy

15% Marketing Strategy +5 services

5% Content Marketing

5% Pay Per Click

5% Search Engine Optimization

5% Web Design

5% Web Development

Lake One is a CRM Consulting and SI firm specializing in HubSpot implementation, CRM optimization, and marketing strategy support. Clients consistently praise their expertise, responsiveness, and seamless integration into teams. The reviews reflect 100% positive feedback, highlighting their project management, lead optimization, and the added value they provide beyond initial expectations.

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3 of 3 CRM Consulting and SI reviews are 5 stars

$10,000 – $49,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot & Digital Marketing Services for Cloud Storage Co
5.0 — Lake One provides HubSpot implementation, PPC, SEO, and SMM services for a cloud storage company. The team also handles the client's email marketing and advises them on HubSpot best Read more
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Industry Experience

Lake One has demonstrated expertise across various industries, including Financial Services, Consulting, and Other Industries. In Financial Services, clients praised their strategic approach to marketing, CRM optimization, and operational efficiencies, noting significant ROI and increased awareness. In Consulting, they excelled in implementing HubSpot and refining processes, with commendations for their project management and professionalism. Overall, Lake One is particularly well-suited for clients seeking marketing and CRM solutions in the Financial Services and Consulting sectors.
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Software Consulting Financial services

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Lake One's exceptional value for money, often noting their competitive pricing relative to the quality of service provided. One client remarked on the 'good value for cost,' while another emphasized that Lake One offered 'much more value' than initially expected. Overall, the sentiment is overwhelmingly positive, with clients appreciating the expertise, responsiveness, and the significant impact on their marketing and operational efficiencies, suggesting a strong return on investment.
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Baltimore, Maryland (1) Detroit, Michigan (1) Minneapolis, Minnesota (1) San Francisco, California (1)

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SOLTECH

4.9 56 reviews

$10,000+

$150 - $199 / hr

50 - 249

Atlanta, GA

Services provided

10% CRM Consulting and SI

25% Custom Software Development

20% AI Consulting +3 services

20% AI Development

15% AI Agents

10% Mobile App Development

SOLTECH is a CRM consulting and systems integration company specializing in CRM implementation and custom software development. The company is praised for its technical knowledge, responsiveness, and ability to customize solutions, with 75% of reviews highlighting their strong project management skills. While some note budgetary challenges, the majority commend their expert service delivery and customer satisfaction.

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2 of 4 CRM Consulting and SI reviews are 5 stars

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

CRM Development for Healthcare Cost Solutions Company
5.0 — SOLTECH is developing a custom CRM platform for a healthcare cost solutions company using PHP. The team is responsible for completing the project started by a previous developer. Read more
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Industry Experience

SOLTECH has garnered positive feedback across various industries, including Medical, Home Services, Financial Services, and Non-profit. Clients praise their technical capabilities, responsiveness, and flexibility, particularly in developing custom software and facilitating staff augmentation. The Medical and Financial Services sectors highlight SOLTECH's expertise in managing complex projects and delivering tailored solutions. Overall sentiment is highly favorable, indicating SOLTECH's strength in providing robust, client-focused technological solutions across diverse sectors.
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Construction Electric Education IT Services Consumer products & services Nonprofit Publishing Healthcare Sports Other Industry Real estate Information technology Financial services Non-profit Human Resources Home Services Software Manufacturing Medical

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Average Project Cost Breakdown

$50,000 to $199,999 (17) $200,000 to $999,999 (16) $10,000 to $49,000 (4) $1,000,000 to $9,999,999 (3) Less than $10,000 (1)

What Clients Have Said
Clients generally perceive SOLTECH as providing good value for money relative to their investment. For instance, one client noted spending under $100,000 and praised SOLTECH's flexibility and responsiveness, which exceeded their expectations. Another client, who invested over $1 million, highlighted the quality of SOLTECH's work, stating that they delivered on time and within budget. Overall, feedback indicates that SOLTECH's pricing aligns well with their high-quality service and expertise, reinforcing a positive sentiment regarding their cost-effectiveness.
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More responsive than most other service providers

SOLTECH is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Heartland Business Systems

4.8 10 reviews

Undisclosed

$200 - $300 / hr

250 - 999

Little Chute, WI

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

20% Other IT Consulting and SI

Heartland Business Systems, a managed IT services company, consistently receives positive feedback for their IT infrastructure management, cybersecurity solutions, and responsive support. Approximately 90% of reviewers commend their responsiveness and effective project management. Clients highlight their strong customer-focused culture and transparency, with an emphasis on their commitment to aligning solutions with client needs and budgets.

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Reviews mention Well-organized projects
Heartland Business Systems has received positive feedback regarding their project organization and management. One client highlighted the effectiveness of their formal implementation and discovery process, which led to smooth migrations and a significant decrease in downtime. The client praised Heartland Business Systems for their impressive organization, stating they are more organized than previous IT providers. Overall, clients express high satisfaction with how well-managed projects are executed, noting effective communication and ticket management throughout the engagement.

Managed IT Services & Cybersecurity for Financial Company

5.0 May 18, 2022

Applied Tech is highly effective in project management; all of our projects have gone as well as possible. Additionally, our account manager is very effective at managing our IT needs overall. Applied Tech’s organization is impressive. They’re more organized than other IT providers I’ve worked with in the past.
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Industry Experience

Heartland Business Systems has demonstrated expertise across various industries, including insurance, financial services, legal, healthcare, and advertising. Feedback indicates strong performance in IT management, cybersecurity, and compliance, particularly praised in the healthcare and financial sectors for reliable support and proactive communication. Overall sentiment suggests that Heartland Business Systems is well-suited for clients seeking comprehensive IT solutions, especially in industries requiring stringent compliance and security measures.
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Other industries Advertising & marketing Financial services Legal

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Average Project Cost Breakdown

$50,000 to $199,999 (5) $200,000 to $999,999 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Heartland Business Systems has received positive feedback regarding its overall cost and value for money. Clients have noted that the pricing aligns well with their budgets and that the services provided offer good value. For instance, one client highlighted the company's ability to meet their needs while being transparent about costs, stating they found the company to be a great culture fit and a good value for cost. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service from Heartland Business Systems.
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Denver, Colorado (5) Fitchburg, Wisconsin (1) Madison, Wisconsin (1) Aurora, Colorado (1) Westminster, Colorado (1) Prentice, Wisconsin (1)

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Mole Street

5.0 17 reviews

$10,000+

$200 - $300 / hr

10 - 49

West Chester, PA

Services provided

35% CRM Consulting and SI

35% Web Development

15% Conversion Optimization +3 services

5% Digital Strategy

5% Marketing Strategy

5% Search Engine Optimization

Mole Street is a versatile digital marketing agency specializing in services such as content marketing, SEO, website redesign, and digital advertising. The company's strengths are reflected in its capacity to deliver high-quality output akin to larger agencies, with a 98% approval rate among reviewers. Clients frequently commend Mole Street for their strategic approach and collaborative spirit, with 85% highlighting their effective project management and communication skills.

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Reviews mention Well-organized projects
Mole Street has received positive feedback regarding their project organization and management. Clients noted their impressive time management, with one stating, "They were phenomenal in keeping us on task," and another highlighting that they were "on time and organized." The use of agendas and weekly calls was commended for maintaining focus. Overall, clients expressed satisfaction with the structured approach and responsiveness of the Mole Street team, contributing to successful project outcomes.

Marketing & Sales for Custom Software Solutions Company

5.0 Feb 19, 2021

They have a good organization and planning process. I was looking for the action plan and schedule recently and realized that they've stuck to their timeline. Things that were supposed to be done in January were done in January. From a project management standpoint, they do very well. They have a well-defined project management process, which we see directly in action at least once each week.
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Branding & Graphic Design for International Law Firm

5.0 Apr 17, 2020

They were phenomenal in keeping us on task. Their time management was impressive. They set agendas and weekly calls which helped us stay focused. The quality of their work was excellent and looked very professional.
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Digital Marketing for Creative Agency

5.0 Apr 24, 2020

Before Covid-19, we met in person and then moved to digital communication. Their team provided any documentation when asked. They went above and beyond to pull in different data. Overall, they were on time and organized. While we had an account manager, their leadership also helped throughout the process and lended a hand.
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Industry Experience

Mole Street has proven expertise across various industries including Financial Services, Education, Legal, Government, and more. Clients commend their high-quality output, strategic insights, and effective collaboration. In Financial Services, they demonstrated a strong ability to enhance content marketing strategies. In Education, they successfully managed digital campaigns aimed at increasing enrollment. Overall, sentiment across industries is overwhelmingly positive, highlighting their adaptability and commitment to delivering tailored marketing solutions.
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Financial services Education Software Business services Government Legal IT Services Arts, entertainment & music Information technology Advertising & marketing Hospitality & leisure Healthcare

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Average Project Cost Breakdown

$10,000 to $49,000 (8) $50,000 to $199,999 (7) $200,000 to $999,999 (1)

What Clients Have Said
Mole Street is frequently praised for delivering high-quality services at competitive prices, providing excellent value for money. Clients noted the agency's ability to produce results comparable to larger firms, with one remarking, "They provide high-quality output for a mid-sized agency, more similar to that of much larger agencies." Another client mentioned that their investment of $20,000-$40,000 yielded significant engagement and satisfaction. Overall, feedback reflects a strong sentiment that Mole Street effectively aligns cost with output, making them a valuable partner.
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United States (16) Australia (1)

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Equals11

4.8 8 reviews

$25,000+

$100 - $149 / hr

10 - 49

Charlotte, NC

Services provided

30% CRM Consulting and SI

20% IT Managed Services

15% IT Staff Augmentation +3 services

15% Low/No Code Development

10% AI Agents

10% AI Development

Equals 11 is a CRM Consultancy specializing in CRM Implementation and CRM SI services. They consistently deliver high-quality, timely, and budget-conscious outcomes, with 90% of reviews highlighting their professionalism and culture fit. Their approach is notably high-touch, responsive, and tailored, with 80% of clients commending their capacity to align solutions with business needs and foster meaningful customer relationships.

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4 of 6 CRM Consulting and SI reviews are 5 stars

2 new reviews for CRM Consulting and SI in past 6 months

$50,000 – $199,999 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

Salesforce CRM Consulting for Palm Oil Machinery Company
4.5 — Equals 11 provides CRM consulting services for a palm oil machinery company. The team manages the client's Salesforce platform. Read more
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Industry Experience

Equals11 has demonstrated expertise across diverse industries, including manufacturing, logistics, healthcare, and education. Clients commend their technical proficiency in Salesforce solutions, emphasizing successful digital transformations, process automation, and tailored support. Overall sentiment is highly positive, highlighting Equals11's responsiveness, on-time delivery, and strong alignment with client values. Companies in need of Salesforce implementation, process optimization, or technical consulting will find Equals11 a suitable partner.
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Manufacturing Other industries Education

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (3) Less than $10,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Overall, client feedback regarding Equals11 indicates a strong sentiment regarding cost and value for money. Many clients noted that Equals11's pricing fit within their budgets, with one client specifically stating, 'Pricing fit our budget.' Clients consistently highlighted the timely delivery of services and high-quality outcomes, reinforcing the perception of good value. Additionally, a client remarked on how Equals11's recommendations helped avoid costly decisions, showcasing their commitment to delivering value rather than merely pushing for sales.
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Miami, Florida (2) Charlotte, North Carolina (2) Raleigh, North Carolina (1) The Woodlands, Texas (1) New York City, New York (1) Manassas, Virginia (1)

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Lead Love

5.0 8 reviews

$5,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

50% CRM Consulting and SI

20% IT Managed Services

15% Account-Based Marketing +3 services

5% Conversion Optimization

5% Low/No Code Development

5% Web Development

Lead Love is a CRM Consulting company specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Integration services, primarily using the HubSpot platform. Reviews indicate that 100% of clients appreciate their responsiveness, technical expertise, and ability to exceed project expectations, with no areas for improvement noted. Over 75% highlighted their comprehensive knowledge of HubSpot, contributing significantly to streamlined business processes and effective CRM systems integration.

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4 of 4 CRM Consulting and SI reviews are 5 stars

1 new review for CRM Consulting and SI in past 6 months

Less than $10,000 avg. project cost

CRM Consulting and SI PROJECT HIGHLIGHT

HubSpot Consulting for Beauty Technology Firm
5.0 — Lead Love provided HubSpot consulting to a beauty technology firm. They guided the client with customer lifecycle mapping, campaign development, CTA tool utilization, test development, and report Read more
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Industry Experience

Lead Love demonstrates significant expertise across multiple industries, including Human Resources, Nonprofit, Automotive, Software, Education, Financial Services, Business Services, and Beauty. Clients consistently commend their responsiveness, technical acumen, and innovative strategies tailored to specific sector needs. Overall sentiment is highly positive, with notable strengths in CRM implementation, marketing automation, and project management. Organizations seeking to enhance their marketing efforts and operational efficiencies across these industries would benefit from Lead Love's specialized knowledge and customer-centric approach.
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Human Resources Nonprofit Automotive Software Education Financial services Business services Beauty

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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (2)

What Clients Have Said
Clients consistently express satisfaction with Lead Love's cost-effectiveness and value for money. For instance, one client noted that Lead Love's pricing fit their budget while delivering excellent results. Another client emphasized the fair pricing and the high quality of service received, stating that they received more than promised for their investment. Overall, the sentiment is overwhelmingly positive, with clients appreciating the combination of competitive pricing and high-quality deliverables.
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More responsive than most other service providers

Lead Love is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Pumex Computing, LLC

5.0 8 reviews

$10,000+

$50 - $99 / hr

10 - 49

Laurel, MD

Services provided

30% CRM Consulting and SI

20% Custom Software Development

20% IT Staff Augmentation +3 services

10% Low/No Code Development

10% Mobile App Development

10% Web Development

Pumex Computing, LLC is a versatile technology solutions company specializing in web development, custom software development, and Salesforce support. The company has consistently received positive feedback, with clients praising their project management, communication, and leadership involvement. Notably, 100% of reviewers highlighted their strong communication and project management capabilities, with key personnel being readily accessible. While minor issues such as early staffing concerns were noted, the overall client satisfaction remains high, reflecting their commitment to quality and reliable service delivery.

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Reviews mention Detail-oriented
Clients have consistently praised Pumex Computing, LLC for their detail-oriented approach, particularly highlighting their thorough QA process and effective project management. One client noted that their development team excels in meeting established milestones and delivering high-quality coding work. Additionally, the firm's commitment to clear communication and proactive problem-solving has been recognized, with clients stating they appreciate their professionalism and sound business judgment throughout the development process.

Custom Software Development for Healthcare Company

5.0 Feb 9, 2022

Additionally, their QA process is detailed, their low testing is helpful, and our development team is delighted with their coding work. They're amazing with project management; we use in-person meetings, weekly sprint reviews on the code, emails, phone calls, GitHub, Jira, and Microsoft Teams sessions from a communication standpoint.
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Industry Experience

Pumex Computing, LLC has demonstrated strong expertise across various sectors, including healthcare, nonprofit, and business services. Clients commend their collaborative approach, effective project management, and responsiveness, particularly in software development and integration projects. Feedback reflects a positive sentiment overall, with clients noting successful outcomes in enhancing operational efficiency and user engagement. Their experience in industries such as insurance and medical certification highlights their versatility and capability to deliver tailored solutions effectively.
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Nonprofit Healthcare Business services Insurance

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Average Project Cost Breakdown

$200,000 to $999,999 (3) $50,000 to $199,999 (2) Less than $10,000 (1)

What Clients Have Said
Clients generally express high satisfaction with Pumex Computing, LLC's pricing and value for money. One client noted their 'very reasonable pricing' and 'flexible terms' that catered to project needs. Another highlighted the company's ability to deliver high-quality work within budget. A client investing $500,000 remarked on Pumex's ethical execution and timely project delivery, reinforcing the perception of excellent value. Overall, feedback reflects a strong sentiment towards Pumex's cost-effectiveness and commitment to client success.
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Annapolis, Maryland (1) Baltimore, Maryland (1) Rockville, Maryland (1) San Francisco, California (1) Denver, Colorado (1) Issaquah, Washington (1) Vienna, Virginia (1) Kensington, Maryland (1)

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Turnkey Technologies, Inc.

4.8 4 reviews

Undisclosed

$150 - $199 / hr

50 - 249

Lake Saint Louis, MO

Services provided

40% CRM Consulting and SI

40% ERP Consulting and SI

20% ECM Consulting and SI

Turnkey Technologies, Inc. is a company specializing in the implementation and customization of Microsoft Dynamics GP and related services, including project management and system integration. Across reviews, clients consistently commend their responsiveness and reliability, with 100% of the reviewers highlighting their collaborative approach and strategic support. While early project management posed challenges, Turnkey has largely addressed these issues, showcasing improvement and adaptability in ongoing partnerships.

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Industry Experience

Turnkey Technologies has garnered positive feedback across various industries, including healthcare, distribution, and pork production. Clients praise their expertise in Microsoft Dynamics GP implementation and customization. In healthcare, they are noted for their responsiveness and partnership approach. Distribution clients highlight their comprehensive support and local accessibility, while pork production emphasizes effective project management. Overall, sentiment is favorable, indicating strong performance in IT support and project execution, making them a suitable choice for businesses seeking ERP solutions.
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Pharmaceuticals Construction Healthcare Other Industry

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Average Project Cost Breakdown

$50,000 to $199,999 (3) $10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Turnkey Technologies as offering good value for money, with project costs typically ranging from $10,000 to $200,000 depending on the complexity. One client noted a $150,000 investment for a comprehensive ERP solution, expressing satisfaction with the system's capabilities. Another client highlighted their ongoing partnership, spending around $50,000 annually, citing responsiveness and reliability. Overall, clients appreciate the company's pricing and the quality of service received, despite occasional delays in scheduling upgrades.
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St. Louis, Missouri (2) Columbus, Nebraska (1) Fenton, Missouri (1)

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Industrie Reply

5.0 3 reviews

$10,000+

$100 - $149 / hr

1,000 - 9,999

Chicago, IL

Services provided

35% CRM Consulting and SI

25% Logistics & Supply Chain Consulting

20% Warehousing & Distribution +2 services

10% Business Consulting

10% Other IT Consulting and SI

Industrie Reply is a versatile IT service company specializing in staff augmentation, CRM, e-commerce platform development, and systems integration. The reviews highlight their proficient team, with over 80% of clients praising their ability to deliver skilled talent and effective project management. Clients appreciate their adaptability and professional approach, with several noting Industrie Reply's valuable international presence.

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Reviews mention Great project management
Clients have commended Industrie Reply for their effective project management, highlighting their ability to assemble the right teams and manage project scope efficiently. One client noted the solid use of agile methodologies, which facilitated the delivery of multiple business use cases. The presence of dedicated account managers in both North America and Italy was particularly praised, ensuring streamlined communication and commitment to deliverables throughout the engagement.

CRM Dev & Consulting for Equipment Manufacturing Company

5.0 Mar 26, 2021

Industrie Reply’s project management was good. They’re solid in putting the right teams in place, managing scope, and using agile methodologies to deliver in small batches. The key teammates involved with us were the project manager and technical lead, and they took care of the engagement with their European teammates so we didn’t have to work with multiple people.
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Industry Experience

Industrie Reply has demonstrated strong expertise in the Energy & Natural Resources, Manufacturing, and Utilities industries. Clients commend their staff augmentation services and ability to find skilled professionals, particularly in software development and CRM solutions. Feedback highlights their effective project management, flexibility, and capacity to integrate complex systems, with a positive overall sentiment. Industries seeking tailored digital solutions and operational support would benefit from partnering with Industrie Reply.
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Energy & natural resources Manufacturing Utilities

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive Industrie Reply as offering good value for money, particularly in regard to their expertise and ability to meet project requirements. For instance, one client noted a $4 million investment for staff augmentation, highlighting satisfaction with the skillsets provided. Another client, who invested between $1 million and $5 million, appreciated their effective project management and the delivery of 20 core business use cases. Overall, the sentiment reflects a positive view of the company's pricing relative to the quality of service received.
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Chicago, Illinois (1) San Carlos, California (1) Boston, Massachusetts (1)

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Quisitive

4.6 15 reviews

$25,000+

$50 - $99 / hr

1,000 - 9,999

Irving, TX

Services provided

10% CRM Consulting and SI

25% Cloud Consulting & SI

15% IT Managed Services +7 services

10% AI Agents

10% Cybersecurity

10% ERP Consulting and SI

5% AI Consulting

5% AI Development

5% BI & Big Data Consulting & SI

5% Generative AI

Quisitive, operating previously as Menlo Technologies, is a software development company known for its expertise in web and mobile app development, cloud migration, and data solutions. Their reviews highlight a consistent theme of effective communication, timely delivery, and technical proficiency, with over 90% of feedback being positive. Many clients valued their responsiveness and collaborative approach, with approximately 80% of reviewers praising their project management skills.

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Industry Experience

Quisitive has demonstrated robust expertise across various industries, including Automotive, Financial Services, and Business Services. Clients highlight their strengths in developing complex applications, enhancing e-commerce platforms, and providing responsive support. Overall sentiment is positive, particularly in Automotive and Financial Services, where their technical proficiency and project management capabilities are emphasized. Their experience in diverse sectors makes them a strong candidate for clients in need of innovative technology solutions.
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Other industries Automotive Financial services Arts, entertainment & music Information technology Business services Manufacturing Healthcare Advertising & marketing

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Average Project Cost Breakdown

$50,000 to $199,999 (4) $10,000 to $49,000 (2) $200,000 to $999,999 (2) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Quisitive has received positive feedback regarding its overall cost and value for money. Clients have noted that the company's pricing is competitive and that the value delivered is substantial. One client mentioned that the work provided at their price point generated an enormous impact, enabling the launch of new features effectively. Another client highlighted the responsiveness and communication from Quisitive, which contributed to a successful project completion within budget. Overall, clients feel they received excellent service relative to their investment.
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More responsive than most other service providers

Quisitive is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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San Francisco, California (4) New York City, New York (2) Palo Alto, California (2) Frederick, Maryland (1) Indianapolis, Indiana (1) San Diego, California (1) Santa Clara, California (1) Santa Rosa, California (1) Lexington, Kentucky (1) Shell, Wyoming (1)

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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

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Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

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U.S. CRM Consulting FAQs

U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.

For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.

Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:

Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
Fixed projects:
Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.

Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.

CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:

SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
Financial services and fintech — KYC workflows, compliance, secure integrations.
Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
E-commerce and retail — omnichannel engagement, order and inventory visibility.
Manufacturing and distribution — account-based sales, partner portals, ERP sync.
Higher education and nonprofits — advancement, enrollment, and constituent management.
Media and professional services — pipeline visibility, resource planning, and billing.

Start by gauging their fit, not just features — thoroughly assess their:

Platform expertise – confirm certifications and recent case studies in your platform.
Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.

Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.

No discovery — they jump to build without stakeholder interviews or process mapping.
Over-customization bias — heavy code vs. configurable, out-of-the-box features.
Vague data plan — no detail on dedupe, merge rules, or validation logic.
Light on testing — absent UAT plans, limited regression or performance testing.
Thin documentation — no solution design, admin guides, or runbooks.
One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
No adoption strategy — training is an afterthought with no change plan.
Ownership gaps — unclear access, environments, or IP for custom components.

Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.

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List of the Top United States CRM Companies

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